Ways to browse Independent advisors serving Wisconsin

Pick a specialty to browse more Independent advisors serving Wisconsin.

Browse by specialty

Find advisors serving Wisconsin who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,301
Wealth management	1,097
Options & derivatives strategies	883
Retirement income strategy	766
Retired	702
Retirement plans for business owners (SEP, solo 401k)	699
Active portfolio management	671
Executive	600
Tax-loss harvesting	510
Annuities	451
Private / alternative investments	417
General retirement planning	394
College savings (529s, UTMA, etc.)	378
Income planning	299
Passive / index investing	278
Concentrated stock management	237
Charitable giving & philanthropy	216
Cash flow / budgeting	189
ESG / Sustainable investing	180
Business exit / sale strategy	179
General estate planning guidance	156
General tax planning	154
Business succession planning	140
Mid-Career Professionals	138
Equity compensation tax strategy	124
Real estate investing	123
Business ownership considerations	100
HENRY (High Earners, Not Rich Yet)	99
Tax strategies for small businesses	93
Factor investing / smart beta	66
Long-term care insurance	65
Retirement withdrawal strategies	61
Social Security optimization	46
Educators, Teachers, and Academics	43
Debt management	40
Business sale tax planning	32
Doctor or Medical Professional	30
Life insurance needs analysis	28
Self-Employed	26
Women Professionals	22
Divorce financial planning	20
Approaching retirement	18
Young Professionals	17
Established Professionals	16
Disability insurance	15
Charitable giving tax strategies	11
Medicare planning	8
Religious/faith focused	8
Early retirement planning	7
Roth conversion strategy	6
Financial Professional	5
Intergenerational Families	4
Values-based investing	4
Christian Faith Based	3
Student loan debt	3

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